Do I have to do anything in QuickBooks to enable transferring Data to TurboTax?

I appreciate your efforts in taking the time to follow the TurboTax instructions to achieve your goal, Lorraine.

Currently, there isn't a direct way to transfer your QuickBooks Online (QBO) data to TurboTax. This is why no data was exchanged after following the steps. 

As a workaround, you can transfer your data to QuickBooks Desktop (QBDT) and then import it to TurboTax.

First, purchase a 3rd party service to convert your QBO data to QuickBooks Desktop format. Then, download and install the trial version of QBDT so you can work with the converted data.

Once the conversion is complete, import your QuickBooks Desktop data to TurboTax directly.

The Community team is here to help if you need further guidance or have any additional questions about QuickBooks. Feel free to reply below, and we’ll assist you further.