Every day, QB online connects to our credit card acct & adds the current balance to the ledger as opening balance equity. I delete it but it keeps happening. How to fix?

Hi, @larcatcentennial. It's advisable to exclude the transaction rather than delete it to prevent its re-download and subsequent addition to your ledger.

Please note that if you delete a transaction, QuickBooks recognizes it as unrecorded and will automatically download it again from your bank. Given your familiarity with deleting bank transactions, you will find it straightforward to exclude them instead.

For more information on whether to exclude or delete data from your bank, please refer to this guide: Exclude a bank transaction you downloaded into QuickBooks Online.

For tailored support with QuickBooks or further bookkeeping assistance, engage with our QuickBooks Live Expert Assisted team. This team is composed of experienced professionals ready to offer in-depth help for all your business-related needs.

Since it’s the first week of June and you’ve automated transaction entries with bank rules, you might find this article helpful for tips on efficiently managing your monthly or quarterly reconciliation: Reconcile an account in QuickBooks Online.

If you have any other questions about repeated entries added to your ledger, feel free to ask us anytime. We are always here to help you!