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In this tutorial, Matt Holtquist from QuickBooks University demonstrates how to set up a custom invoice template in QuickBooks Desktop. He explains that while QuickBooks provides default invoice formats, many business owners prefer to customize these templates for a more professional appearance. To start the process, users should navigate to the "Lists" menu and select "Templates." Here, they can view and modify existing templates or create new ones. The video aims to help users enhance the visual presentation of their invoices, aligning with their company's branding and needs.