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In this tutorial, Matt Holtquist from QuickBooks University demonstrates how to set up a customizable invoice template in QuickBooks Desktop. QuickBooks offers default invoice formats, but many business owners prefer to personalize these templates for a better company presentation. To begin, users should navigate to the "Lists" menu and select "Templates," where they can find various default templates available in a new company file. The video guides users on customizing these invoices to enhance their business branding.