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In this video tutorial, Matt Holtquist from QuickBooks University explains how to set up a customized invoice template in QuickBooks Desktop. He highlights that while QuickBooks provides default invoice formats, many business owners prefer to tailor these templates for a more professional appearance. To start the customization process, users should navigate to the "List" menu and select "Templates." From there, various default templates will be available for customizing. The tutorial emphasizes the importance of creating invoices that reflect the company's branding for an improved presentation.