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In this tutorial, Matt Holtquist from QuickBooks University explains how to set up a customizable invoice template in QuickBooks Desktop. He emphasizes that while QuickBooks provides default invoice templates, many business owners prefer to personalize them for a better representation of their brand. To start, users should navigate to the "Lists" menu and select "Templates." Here, they can find various standard templates included in new company files. The video focuses on guiding viewers through the customization process to create a unique invoice that aligns with their business identity.