Answers
QuickBooks: counting real revenue
Keap knows what you invoiced. QuickBooks knows what actually got paid. If you run your money through QuickBooks, connect it in Settings → Connections and flip the QuickBooks Sync module on, revenue then counts from your books: payments, sales receipts, and customer deposits posted to income accounts.
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Connecting alone never writes anything
The QuickBooks connection is read only by construction: the code that reads your books physically has no write verbs in it, so connecting for revenue reporting can never change a thing. This is not a settings checkbox someone can fat finger.
VitalSync: optional two way contact sync
When you want it, VitalSync compares your Keap contacts against your QuickBooks customers and shows you a dry run: the exact list of writes it would make, in both directions, with nothing written. Turning writes on takes a second, deliberate step. You check a box authorizing it, and only then can you apply. Even then it is narrow on purpose: it creates contacts that are missing from one side, it updates only the fields you map (name and phone, each with its own direction, and every update listed in the dry run first), it never deletes anything, it never writes an email address because email is how the two systems agree who is who, and it never writes revenue. Invoices and payments stay strictly read only. Every write lands in your activity log, and you can turn it back off anytime.
The field mapping
On the sync page you choose what flows. Per field: Both ways fills in whichever side is blank and hands genuine conflicts to you instead of guessing. Keap wins or QuickBooks wins makes that side's value flow, including over a different value on the other side, and the dry run shows you exactly which value replaces which before you apply anything. And if either record changes between the dry run and your click, that item is skipped rather than overwritten, because a plan you read is the only plan that runs.
Disconnecting
The Disconnect button appears once connected. Click it and we revoke the connection at Intuit and delete the stored credentials. No passive-aggressive retention flow, no "are you SURE sure?", one confirm and it is done.