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In this video tutorial, Matt Holtquist from QuickBooks University demonstrates how to set up a customized invoice template in QuickBooks Desktop. He notes that while QuickBooks provides various default invoice forms, many business owners prefer to personalize these templates for a more professional appearance. To begin, users should navigate to the Lists menu and select the Templates option. The video highlights that new company files include standard templates, but users can create their own to enhance their invoicing process. The tutorial aims to guide viewers through the customization process for improved branding and presentation.
