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In this tutorial, Matt Holtquist from QuickBooks University demonstrates how to set up a custom invoice template in QuickBooks Desktop. He explains that while QuickBooks offers various default invoice formats, many business owners prefer to customize these templates for a more professional appearance. To start, users should navigate to the "Lists" menu and select "Templates." Here, they will find standard templates available in a new company file. The video focuses on the steps needed to create a personalized invoice template that aligns with the company’s branding and aesthetic preferences.
