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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 highlights that QuickBooks provides several default invoice templates, but many business owners prefer to personalize them for a better company presentation. To begin, users should navigate to the "Lists" menu and select the "Templates" option. From there, they can explore various standard templates included in a new company file. The video focuses on steps to modify or create a unique invoice template that aligns with the user's branding and preferences.
