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In this QuickBooks training video, Rachel from Gentle Frog demonstrates how to customize invoices in QuickBooks Desktop. She opens a sample file, Rockcastle Construction, and navigates to the "Lists" on the top ribbon, then selects "Templates" to find the default Rockcastle invoice. After opening it, she displays the basic layout and notes that it can be improved for a more unique appearance. Rachel plans to enhance the invoice by adding a logo and other customizations to differentiate it from standard invoices, setting the stage for further modifications.