Linking Business Accounts with Account Linker

Add a New Company 

Add a new business to your dashboard by following these steps: 

Step 1. Sign in to your PaymentEvolution account. 

Step 2. Click Add Company. 

Step 3. Select New Account. 

Step 4. Follow the on-screen prompts to add details of the new company. 

Step 5. Your new company has now been added, and you will see it on your dashboard upon logging in. 

Adding an Existing Company 

Add an existing business that you have already set up in PaymentEvolution to your dashboard by following these steps after signing in: 

Step 1. Click Add Company. 

Step 2. Select add an Existing Account. 

Step 3. Select the Payroll application to add an existing payroll account to your dashboard. 

Step 4. Enter your login credentials for the account you wish to add and click Submit. 

You will receive an email confirming you wish to transfer this account to your other login.  Once confirmed your account will be added to your dashboard. You can now use one email to sign into both accounts. 

Transfer Ownership of an Account 

If you need to transfer the ownership of one of your accounts to another verified PayEvo user, follow these steps:  

Login to your PaymentEvolution account 

Step 1. Click on the three dots on the top right of the card for the company you want to transfer. 

Select Transfer Company. 

Follow the prompts to transfer ownership of this account by entering the recipient's email and confirming your credentials.  The recipient will receive an email with steps to add this company to their existing account or create a new one. 

Once completed, you will no longer have access to this account. 

Troubleshooting & FAQs 

I’m on a bookkeeper/accountant plan. Do I use this to add my clients? 

No, you will still need to add clients by accessing your bookkeeper/accountant profile and adding them there. Account Linker is for merging Business Accounts under one login.