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In this tutorial, Matt Holtquist from QuickBooks University demonstrates how to set up a customized invoice template in QuickBooks Desktop. While QuickBooks provides several default invoice templates, many business owners prefer to personalize these templates for a better company presentation. To begin, users should navigate to the "Lists" menu and select the "Templates" option. Here, they can view a variety of existing templates, including the standard ones included with new company files. The tutorial focuses on creating and customizing these invoice templates to enhance their professional appearance.
