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In this tutorial, Matt Holtquist from QuickBooks University explains how to set up a customized invoice template in QuickBooks Desktop. He notes that while QuickBooks provides several default invoice formats, many business owners prefer to customize these templates for a more professional appearance. To begin, users should navigate to the "Lists" menu and select "Templates." This section displays various standard templates that come with a new company file, allowing users to modify or create their own custom templates to better reflect their company's brand and needs.
