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In this video tutorial, Matt Holtquist from QuickBooks University explains how to set up a customized invoice template in QuickBooks Desktop. He highlights that QuickBooks offers default invoice templates, but many business owners prefer to personalize these templates to enhance their company's appearance. To begin customizing, users should access the "Lists" menu and select "Templates." Here, they can explore various existing templates provided by QuickBooks, and customize their invoice to better fit their business needs. The tutorial aims to guide viewers through the steps necessary to create a unique and professional-looking invoice template.