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In this tutorial, the presenter explains how to customize forms in QuickBooks Online, including creating multiple templates for invoices. This allows users to send different forms to various client groups. The tutorial covers how to add different logos on different forms as well. However, users with QuickBooks Simple Start or Essentials will have a different experience compared to those using QuickBooks Online Plus or Advanced. The latter options permit management of multiple locations and various company names, while Simple Start and Essentials do not. The presenter demonstrates the process using a company called Handmade Purses, starting with how to create an invoice.
