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In this video tutorial, Matt Holtquist from QuickBooks University explains how to set up a customizable invoice template in QuickBooks Desktop. He highlights that QuickBooks offers default invoice templates, but many business owners prefer to personalize these for a better company presentation. To start, users should navigate to the "Lists" menu and select the "Templates" option, where they can view various existing templates. The tutorial emphasizes the importance of customization to enhance the professional appearance of invoices. Overall, it serves as a guide for creating tailored invoice templates that reflect a business's identity.