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In this tutorial, Matt Holtquist from QuickBooks University demonstrates how to set up a customizable invoice template in QuickBooks Desktop. He points out that QuickBooks offers default invoice templates but many business owners prefer to create their own for a more personalized look. To begin, users should navigate to the Lists menu and select the Templates option. Within this section, there are various sample templates, and users can customize or create new templates to better represent their company's branding and style. The video explains the step-by-step process for achieving this customization.