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In this tutorial, Matt Holtquist introduces how to set up a custom invoice template in QuickBooks Desktop. He highlights that while QuickBooks offers default invoice templates, 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 contains various pre-installed templates, and users can customize or create new templates to enhance their company's branding and presentation. The video aims to guide viewers through the process of achieving a unique invoice look for their business.