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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 points out that while QuickBooks provides default invoice templates, many business owners prefer to create personalized templates for a better company presentation. To start, users need to navigate to the "Lists" menu and select "Templates." The video highlights that there are various standard templates available in a new company file, allowing users to customize them according to their preferences for a more professional appearance.