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In this tutorial, Matt Holtquist from QuickBooks University demonstrates how to set up a customized invoice template in QuickBooks Desktop. He notes that QuickBooks offers various default invoice templates, but many business owners prefer to create their own for enhanced branding. To start, users should navigate to the “List” menu and select the “Templates” option, where they can view the available standard templates. This video aims to guide viewers through the customization process to improve the appearance and professionalism of their invoices. Matt emphasizes the importance of tailoring these templates to better reflect the company’s image.