How can a client change the template for a sales receipt in QuickBooks?

To change the template for a sales receipt in QuickBooks, navigating to the Customize section via the small Gear icon at the top is the correct approach. When you select the Gear icon, you access a range of settings where you can manage various preferences, including the customization of forms. Within the Customize section, you can choose from existing templates or create a new one that fits the client's branding needs for sales receipts.

The other choices do not effectively direct the user to change the template as intended. The option about selecting Customize at the bottom of the form is misleading since template selection generally occurs outside of a specific transaction form. Similarly, choosing the Custom form style tool within the form itself could imply changing stylistic aspects of the current form rather than selecting a different template altogether. Lastly, selecting Print or Preview does not provide an avenue for template changes; it is more focused on output rather than customization.