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In this video tutorial on customizing invoices and estimates in QuickBooks Online, the speaker demonstrates how to start by clicking the "New" button and selecting "Invoice." Users encounter a standard default template that allows limited modifications. The first customization is adding a logo by clicking "ADD logo" and selecting a file from their computer. Once added, the logo appears on the right side, but its position is fixed. The video then explains navigating the "Manage" option at the top of the screen, which opens a drawer on the right side for further settings and customization options. Additional features and adjustments will be explored subsequently.