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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 formats, many business owners prefer to customize these templates for a more professional appearance. To start, users need to navigate to the List menu and select the Templates option. This area features various templates, including standard options that come with a new company file. The video focuses on guiding viewers through the customization process, enabling them to create an invoice that better reflects their company's branding and style.