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In this video tutorial, Matt Holtquist from QuickBooks University demonstrates how to set up a customized invoice template in QuickBooks Desktop. He notes that while QuickBooks provides default invoice templates, many business owners prefer to customize their invoices for a more professional appearance. To begin, users should navigate to the "Lists" menu and select "Templates," where they will find standard templates provided by QuickBooks. The tutorial aims to guide users through the customization process to enhance their company’s branding through invoices.