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In this video tutorial, viewers learn how to customize invoices and estimates in QuickBooks Online. The process begins by clicking the "New" button and selecting "Invoice," which opens the standard default template. Users can add a logo by clicking on "ADD logo" and selecting a file from their computer; however, there are limitations on other customization options. After adding the logo, it appears on the right side, but cannot be repositioned. For further adjustments, users can click "Manage" at the top, opening a drawer on the right side where additional settings can be accessed. The tutorial emphasizes patience with the platform's customization features.