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In this QuickBooks training video, Rachel from Gentle Frog explains how to customize an invoice in QuickBooks Desktop. She begins by opening a sample file, "Rockcastle Construction," and navigating to the templates under the "Lists" menu. Rachel selects the default "Rockcastle invoice" to demonstrate its appearance before customization. The default invoice is shown as plain, prompting her to discuss ways to enhance its visual appeal. She highlights the option to add a logo to the invoice, indicating that further customization can make it stand out from typical invoices. The tutorial aims to guide users in creating more personalized invoices.