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In this tutorial, Matt Holtquist from QuickBooks University demonstrates how to set up an invoice template in QuickBooks Desktop. He highlights that QuickBooks provides default invoice templates, but many business owners prefer to customize these to enhance their company's appearance. To start, users should navigate to the "Lists" menu and select "Templates." Here, they can view various standard templates available in new company files. The video aims to guide viewers through the customization process to create a more personalized invoice template that better reflects their business identity.