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In this video tutorial, Matt Holtquist demonstrates how to set up a customizable invoice template in QuickBooks Desktop. He highlights that while QuickBooks offers several default invoice formats, many business owners prefer to create personalized templates to enhance their company's appearance. To begin, users should navigate to the "Lists" menu and select "Templates," where they can view available options. The tutorial explains that even in a new company file, standard templates are present, but customization allows for a more tailored and professional look for invoices. The video aims to guide users through this process for improved branding.