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In this QuickBooks training video, Rachel from Gentle Frog demonstrates how to customize an invoice in QuickBooks Desktop. She begins by opening a sample file, “Rockcastle Construction,” and navigates to the “Lists” menu to access the “Templates” option. Rachel opens the default Rockcastle invoice to showcase its plain appearance. To enhance it visually, she suggests adding elements like a logo to make the invoice stand out. The tutorial aims to provide viewers with steps to create more visually appealing invoices rather than settling for standard designs. Rachel encourages users to explore customization options to give their invoices a unique look.