Intuit clearly chose the greedy approach of "pay me if you want it", which is very limiting and dissapointing. The approach we are using works, and it is automated, but requires some extra setup:
We have the report sent from QB automatically to a registered user. The Subject line of the subscription e-mail includes a keyword (you can define whatever you want; the only important thing is that it is very unique and it is unlikely you will come across the keyword in your day-to-day e-mails), and a rule in Outlook parses the keyword and resends the subscription e-mail to whomever you want.
Example:
- Automated e-mail subject in QB: this_is_my_keyword
- This is located under Settings -->Emails-->(your_subscription_name)-->Mail Options-->Subject
- (Optional) If you want to setup further rules, you can also add some keywords, or "fields" on the "custom message" to be sent
- This is located under Settings -->Emails-->(your_subscription_name)-->Mail Options-->Custom Message
- On your e-mail client (e.g. Outlook 2010), go to "Rules --> Create Rule" --> Advanced Options. This will open the wizard.
- Add the condition "Apply this rule after the message arrives with this_is_my_keyword in the subject". Add any extra conditions you might want to use. Click next.
- Add the action "Forward it to (list of people or group)". This is where you can customize who to send it to. Click next twice.
- Make sure the check box "Turn-on this rule" is selected, and click on finish.
That's all. The instructions for other versions of Outlook, or any other e-mail client should be very similar. If desired, you can take these steps further and write a script for your e-mail client to customize it even more.
Hope this helps!
Rick
