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In this QuickBooks tutorial, Matt Holtquist explains how to set up a custom invoice template using QuickBooks Desktop. While QuickBooks provides several default invoice templates, many business owners prefer to customize them for a more personalized company appearance. To begin, users should navigate to the "Lists" menu and select "Templates" to view the available options. New users will find standard templates included in their company files, which they can modify to suit their needs. The video focuses on guiding viewers through the steps to create and customize their own invoice templates, enhancing their business's professional image.