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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 emphasizes that while QuickBooks provides default invoice templates, many business owners prefer to personalize them for a more professional appearance. To begin the customization process, users should navigate to the "Lists" menu and select "Templates." This section displays various default templates available in a new company file. The video aims to guide viewers through the steps to create and set up their own tailored invoice templates, enhancing their company's branding.