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In this video tutorial, Matt Holtquist from QuickBooks University explains how to set up a customized invoice template in QuickBooks Desktop. He begins by noting that QuickBooks provides various default invoice templates, but many business owners prefer to create personalized templates for a more polished appearance. To start the customization process, he instructs viewers to navigate to the "List" menu and select "Templates." Here, users can access the existing standard templates, found in a sample company file, as a foundation for creating their unique invoices. The video aims to guide users through enhancing their invoice presentation.