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Matt Holtquist from QuickBooks University demonstrates how to set up a customized invoice template in QuickBooks Desktop. He notes that QuickBooks provides default invoice formats, but many business owners prefer to modify these templates for a more personalized appearance. To start, users should navigate to the "Lists" menu and select the "Templates" option. This area displays various available templates from a sample company file, and users can customize or create new templates to enhance their company's professional image. The tutorial focuses on making your invoices reflect your brand better.