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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 points out that while QuickBooks provides default invoice templates, many business owners prefer to create tailored templates to enhance their company's appearance. To begin, users should navigate to the "Lists" menu and select "Templates," where various standard templates are available in a sample company file. This video focuses on the customization process to help users achieve a more professional and personalized look for their invoices.