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In this tutorial video by Rachel from Gentle Frog, viewers learn how to customize an invoice in QuickBooks Desktop. Using the sample file for Rockcastle Construction, she begins by navigating to the "Lists" menu and selecting "Templates." Rachel opens the default Rockcastle invoice to demonstrate its basic layout, which she describes as plain. To enhance the invoice's appearance and uniqueness, she highlights the option to add a logo. The tutorial promises further tips on personalizing the invoice to make it stand out among standard invoices.