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In this QuickBooks training video by Rachel from Gentle Frog, she demonstrates how to customize an invoice in QuickBooks Desktop. Starting with a sample file, she navigates to the "Lists" tab and selects "Templates" to view the default Rockcastle invoice. After opening the invoice, Rachel highlights its plain appearance and emphasizes the need for customization to differentiate it. She suggests improving the invoice's aesthetics by adding a logo and making other modifications to enhance its visual appeal. The tutorial focuses on practical steps to personalize invoices within QuickBooks Desktop for a more unique presentation.