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In this video tutorial by Matt Holtquist from QuickBooks University, viewers learn how to set up a customized invoice template in QuickBooks Desktop. The tutorial highlights the importance of personalization for business owners who prefer a unique look for their invoices. To begin, users are instructed to access the "Templates" option under the List menu. The video notes that QuickBooks comes with default templates, but customization allows for a more tailored representation of the company. Viewers are guided step-by-step on how to modify these templates or create their own to enhance their invoicing process effectively.