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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 default invoice formats, many business owners prefer to customize templates for a better representation of their company. To start, users should navigate to the "Lists" menu and select "Templates," where they will find various options. The video aims to guide viewers through customizing these templates to improve their invoicing process in QuickBooks.