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In this tutorial, Matt Holtquist from QuickBooks University explains how to set up a customized invoice template in QuickBooks Desktop. He highlights that while QuickBooks offers default invoice templates, many business owners prefer to personalize them for a better company image. To start, users should navigate to the “Lists” menu and select “Templates,” where they can view various existing templates provided in a sample company file. From this point, users can begin customizing their invoice templates to fit their specific needs. The video focuses on making invoices that align more closely with the branding and aesthetic preferences of the business.