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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 a variety of default invoice formats, many business owners prefer to personalize these templates for a more professional appearance. To begin customizing, users should navigate to the "Lists" menu and select "Templates." This section displays various standard templates provided in a sample company file. The video aims to guide viewers through the customization process to enhance their company’s invoicing.