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In this tutorial, Matt Holtquist from QuickBooks University demonstrates how to set up a customizable invoice template in QuickBooks Desktop. He explains that while QuickBooks provides default invoice templates, many business owners prefer to customize these to better represent their company. To begin, users should navigate to the 'List' menu and select 'Templates.' This section contains various existing templates that can be modified. The video aims to guide viewers through the process of creating a personalized invoice template for enhanced branding and professionalism.