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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 notes that while QuickBooks provides default invoice templates, many business owners prefer to personalize them for a more professional appearance. To begin creating a custom invoice, users should access the "Templates" option located under the "List" menu. The video emphasizes the importance of tailoring invoices to enhance the company's image and showcases the variety of templates available within a sample company file. The tutorial aims to guide viewers through the process of setting up their unique invoice formats.
