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In this tutorial, Matt Holtquist from QuickBooks University explains how to set up a custom invoice template in QuickBooks Desktop. He notes that while QuickBooks provides default invoice templates, many business owners prefer to customize them for a better presentation. To start, users should navigate to the “Lists” menu and select “Templates.” This section displays various template options, including the standard ones included in a new company file. The video aims to guide viewers through the steps needed to personalize their invoice templates, enhancing their overall company branding.