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In this video tutorial, Matt Holtquist from QuickBooks University demonstrates how to set up a customized invoice template in QuickBooks Desktop. He explains that while QuickBooks provides various default invoice templates, many business owners prefer to personalize these templates for a better representation of their company. To begin, viewers should navigate to the "Lists" menu and select the "Templates" option, where they can access the available templates. The tutorial will guide users through the process of creating and customizing their own invoice templates, enhancing the overall professional appearance of their invoices.