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In this QuickBooks tutorial, Matt Holtquist demonstrates how to set up a customized invoice template using QuickBooks Desktop. He notes that while the software includes default invoice templates, many business owners prefer to tailor these to enhance their company's appearance. To begin, users should navigate to the "Lists" menu and select "Templates," where they will find a variety of standard templates available in a new company file. The video focuses on the steps needed to create an invoice template that better reflects the unique style of a business.