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In this QuickBooks training video, Rachel from Gentle Frog demonstrates how to customize an invoice in QuickBooks Desktop. She opens a sample file, Rockcastle Construction, and navigates to the "Lists" menu, selecting "Templates" to show the default Rockcastle invoice. By clicking "Print Preview," she reveals its plain design. Rachel emphasizes the potential for enhancement to make it more visually appealing and distinctive. She plans to add a logo to the invoice, implying further customization options to improve its overall look beyond the default format.