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In this tutorial, Matt Holtquist from QuickBooks University demonstrates how to set up a customized invoice template in QuickBooks Desktop. He highlights that while QuickBooks provides default templates, many business owners prefer to customize these templates to enhance their company’s appearance. To start the setup, users should navigate to the Lists menu and select the Templates option. Matt shows viewers the variety of available templates in a sample company file and emphasizes the ability to create personalized templates for a more professional look. The session focuses on the customization process to align invoices with business branding.