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In this QuickBooks training video, Rachel from Gentle Frog explains how to customize an invoice in QuickBooks Desktop. She begins with a sample file, Rockcastle Construction, and navigates to the templates under the Lists menu. She opens the default Rockcastle invoice to demonstrate its basic appearance. To enhance the invoice's visual appeal, Rachel suggests various customization options, starting with adding a logo. The tutorial highlights the importance of making invoices more distinctive to set them apart from standard templates.