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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 offers default invoice formats, many business owners prefer to personalize their templates for a more professional appearance. To begin, users should navigate to the "Lists" menu and select "Templates," where they can view and customize existing options. This process allows for creating a unique look that better represents the company. The video aims to guide viewers through the steps of setting up an invoice template tailored to their specific needs.
