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In this tutorial, Matt Holtquist from QuickBooks University demonstrates how to set up a customized invoice template in QuickBooks Desktop. While QuickBooks provides default invoice templates, many business owners prefer to personalize them for a better company presentation. To begin, users should navigate to the "List" menu and select the "Templates" option. There, they will find various standard templates that come with the new company file. The video focuses on the steps to customize these templates, enhancing their visual appeal to align with the business's branding.