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In this video tutorial, the speaker explains how to customize invoices and estimates in QuickBooks Online. To start, users should click the new button on the left and select "invoice," which opens a standard default template. The first customization option is to add a logo by clicking "ADD logo" and selecting a logo file from the computer. The logo appears on the right, but its position cannot be adjusted. The speaker highlights the limited customization options available, advising users to manage settings by clicking "manage" at the top of the screen, which opens a drawer on the right side for further adjustments.
