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In this QuickBooks tutorial, Matt Holtquist demonstrates 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 these templates for a more professional appearance. To begin, users need to navigate to the "List" menu and select the "Templates" option. This section displays various standard templates that come with a new company file. The tutorial guides viewers through the customization process, allowing them to create invoices that better reflect their company's branding and style.
