Hi there, dias.
Before proceeding, could you clarify what you mean by the duplicate invoice not capturing all fields from the description?
If specific details in the description field are missing, it may be a browser-related issue. Start by clearing your browser’s cache to remove outdated files. Please note that the shared hyperlink resource is intended for global regions, but the solutions also apply to U.S. users.
Then, ensure you're using a supported updated browser for optimal QuickBooks performance.
Alternatively, if you're referring to missing line items after duplicating the invoice, I recommend contacting our Live support team. They can verify and ensure everything is functioning as expected.
Regarding your second question, credit card payments are classified as liabilities and should be tracked carefully to ensure accuracy. In this context, it’s important to double-check the categories assigned to those credit card transactions. For guidance, you can refer to this article: Categorize transactions in QuickBooks Self-Employed.
I also recommend reviewing your bank rules, as they can automatically categorize transactions for you.
If you have further questions, please leave a reply in the thread below.
