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In this tutorial, Matt Holtquist from QuickBooks University demonstrates how to set up a customized invoice template in QuickBooks Desktop. He notes that while QuickBooks provides default invoice templates, many business owners prefer to personalize these templates for a more professional appearance. To begin, users should navigate to the 'List' menu and select 'Templates.' This section displays various default templates provided in a sample company file, allowing users to modify or create their own templates to better reflect their company's branding. The tutorial focuses on making the invoicing process more appealing and tailored to individual business needs.