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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 begins by noting that QuickBooks offers several default invoice formats but many business owners prefer to personalize these templates to enhance their company's appearance. To start customizing, users should navigate to the Lists menu and select the Templates option. There, they will find a variety of standard templates included in a new company file, which can be tailored to meet individual business needs. The tutorial focuses on guiding viewers through this customization process.