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In this QuickBooks training video, Rachel from Gentle Frog explains how to customize an invoice using QuickBooks Desktop. She begins by opening a sample file, Rockcastle Construction, and navigates to the "Lists" menu, where she selects "Templates." Rachel demonstrates the default Rockcastle invoice and points out its plain appearance. To enhance the invoice's look, she plans to make various modifications, starting with adding a logo. The video aims to help viewers create more visually appealing invoices that stand out from standard templates.