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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 notes that while QuickBooks offers default invoice templates, many business owners prefer to create personalized ones for a better company presentation. To begin customizing, he instructs viewers to navigate to the "List" menu and select "Templates" to view the available options. The video emphasizes the importance of tailoring invoice templates to fit individual business needs for improved aesthetics and branding.