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In this tutorial, Matt Holtquist from QuickBooks University explains 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 more professional appearance. To begin, navigate to the Lists menu and select the Templates option. Users will find various default templates available in a new company file. The tutorial focuses on customizing these templates to enhance the company's branding and presentation.
