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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 the sample file "Rockcastle Construction" and navigates to the "Lists" menu, selecting "Templates." Rachel displays the default Rockcastle invoice, noting its plain appearance. To enhance the invoice's visual appeal, she mentions the potential for customization, such as adding a logo. Throughout the tutorial, Rachel emphasizes making invoices more unique and interesting to stand out from standard templates. The session aims to guide users in personalizing their invoices effectively.