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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 explains that while QuickBooks provides default invoice templates, many business owners prefer to personalize them for a more professional appearance. To start customizing, users need to navigate to the 'List' menu and select 'Templates,' where they can find various standard templates in their sample company file. Matt emphasizes the importance of tailoring invoice templates to enhance the company's branding and improve client communications.