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In this QuickBooks training video, Rachel from Gentle Frog explains how to customize invoices in QuickBooks Desktop. She opens a sample file named "Rockcastle Construction" and navigates to the top ribbon to click on "Lists" and then "Templates." Rachel demonstrates the default "Rockcastle Invoice," which she describes as plain, and highlights its tendency to appear generic. To enhance the invoice's appearance, she suggests options like adding a logo. Rachel intends to show how to modify the invoice to make it more visually appealing and unique compared to standard templates.