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In this tutorial, Matt Holtquist from QuickBooks University demonstrates how to set up a customized invoice template in QuickBooks Desktop. He notes that QuickBooks offers default invoice formats, but many business owners prefer personalized templates to enhance their company’s appearance. To get started, he instructs users to navigate to the "Lists" menu and select "Templates," where various standard templates are available for customization. The video aims to guide users through the process of creating an aesthetically pleasing and effective invoice template tailored to their business needs.