Start with the right company
Use your IOP identity, create or open the intended company, and confirm authorized membership. Review the book, currency and calendar before importing.
Choose one understandable balance
Open an account you know from the source, inspect its register, and follow an entry into line detail. Check dates, reference and currency rather than just the total.
Build a short review list
Review financial statements, AP and AR aging and the import exception queue. Record missing evidence separately from zero values, then assign follow-up before relying on the results.