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Not working still. Cleared out the cache, signed out and signed back in -- nothing. You lost me on Customize tab. Not sure where I should be looking for that. Can you explain further. Thought I was fairly good at avoiding "user error", but this is a bit frustrating! If you could further explain the Customize, then Tables/Fields, ...

That would explain why I never found it. When I go to the "lists" tab within Quickbooks link, all I get is the hourglass thing. It's been 5 minutes now and nothing. Any ideas what the heck that would mean?   Dave

We just signed up for the 30-day trial, and trying to add items. Cannot figure how this gets done. I know it's possible because I see the pull down available when doing a new estimate. Is this something not available during the 30-day trial?