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In this QuickBooks tutorial, Matt Holtquist from QuickBooks University demonstrates how to set up a customized invoice template in QuickBooks Desktop. He highlights that QuickBooks offers various default invoice formats, but many business owners prefer to create personalized templates for a more professional appearance. To initiate the customization, users should navigate to the "Lists" menu and select "Templates." Within this section, users will find default templates included in new company files, providing a starting point for customization. The video aims to guide users in enhancing their invoices to better reflect their company's brand.