Sage Online Admin – Download Old Invoices & Close Account

Short-Term / Project-Based (Immediate Start)
Start: ASAP

We’ve moved our accounts from Sage Online to Xero, and we now need support to access our old Sage Online account and download/export approximately 4,000 invoices and historical records so we can close the Sage account.

This is a straightforward admin/accounting task, but it needs someone detail-oriented who can work methodically and ensure nothing is missed.

Responsibilities
- Log into our Sage Online account (credentials provided)

Locate and export/download historical records including:
- Sales invoices to be downloaded as pdf, named and added to folder (approx. 4,000)
- Customer records
- Statements / reports / transaction history

Download records in organised formats:
- PDF copies of invoices
- CSV exports for backup
- Organise files neatly (e.g., by year/month or invoice range)
- Store everything in a shared folder (Google Drive / Dropbox)
- Provide a simple completion checklist confirming all exports are done

Requirements
- Proven experience using Sage Online / Sage accounting software
- Strong attention to detail (must ensure full coverage of all records)
- Comfortable working with exports, PDFs, and bulk file organisation
- Can start immediately and finish within a short timeframe
- Clear communication and progress updates

Nice to Have
- Bookkeeping/admin background

To Apply Please include:
- Your experience with Sage (which version + what tasks you’ve done)
- Your availability this week
- Any similar export / data retrieval work you’ve completed