Hello Claire. I'll be happy to answer your question.
QuickBooks Online (QBO) has a built-in sticky feature. Once you select Other Debtors on the Transferred from dropdown when recording a transfer, the program can set that option when you create a new one. You can change the Other Debtors to the correct account.
As for your other concern about classifying the payment from your business account to your personal account, I recommend checking with your accountant. They can guide you on what account to use when categorising this payment type.
For future reference, you can visit this article for best practices when reconciling your account: Reconcile an account in QuickBooks Online. It also offers guidance on addressing challenges during the reconciliation process to ensure your accounts match your bank and credit card statements.
Feel free to comment below if you have other QuickBooks-related issues, Claire. We're always here to help.
