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In this tutorial, Matt Holtquist from QuickBooks University explains how to set up a customized invoice template in QuickBooks Desktop. He notes that while QuickBooks offers default invoice formats, many business owners prefer to personalize these templates for a more professional appearance. To begin, users should navigate to the "Lists" menu and select "Templates." Here, they can view various existing templates in a sample company file. The tutorial emphasizes the importance of customization to enhance the overall company image through tailored invoices.