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KC_2
Level 1

Automating Vanguard Account Balance Downloads

Vanguard's Website recently STOPPED allowing my Excel VBA script from ANY automation. I have done this historically to automate a VERY SIMPLE CSV download of my family's numerous accounts' position balances daily, several hours BEFORE the market opens. I use this CSV file to inform my personal VBA codes which have been meticulously developed over the years to largely automate the family's investment decisions. If QuickBooks still is able to directly connect to Vanguard, I'm wondering if there is a QuickBooks product, I can use whereby I could build VBA automation code to work through it instead of the Vanguard Website. I'm interested in a minimum cost solution.

1 Comment 1
AbegailS_
QuickBooks Team

Automating Vanguard Account Balance Downloads

Thank you for contacting us regarding your automation needs and the recent changes to Vanguard's website. We understand the importance of automation in managing your family's investment decisions. I'm here to route you to the right support that can assist you, @KC_2.


In this case, since you are looking to build VBA automation code to work through QuickBooks, I recommend reaching out to our developer support team for further guidance. They have the expertise and knowledge to assist you in leveraging the QuickBooks API and integrating it with your VBA code.

 

Our developer support team can provide you with technical assistance, answer any questions you may have about utilizing the QuickBooks API, and guide you through the integration process. They will be able to provide you with the most accurate and up-to-date information on how to successfully incorporate your automation workflows with QuickBooks.

 

Here's how:

 

  1. Go to our Intuit Developer’s website.
  2. Log in to your QBO account to enable you to post your questions.
  3. Choose your QuickBooks product.
  4. From the right corner, select Ask Question.
  5. Enter your question in the box. You also have the option to add details with your concern.
  6. Click Ask to post your question.

I'm attaching this article that can assist you in finding helpful articles, video tutorials, and more in managing your QuickBooks account: Learn QuickBooks.

 

Keep me posted if you need more help with navigating your QuickBooks account. The Community is always here to help you.

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