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In this tutorial, Matt Holtquist from QuickBooks University explains how to set up a customized invoice template in QuickBooks Desktop. He notes that while QuickBooks provides several default invoice formats, many business owners prefer to personalize these templates for a better company presentation. To begin creating a custom invoice, users should navigate to the List menu and select the Templates option. Here, they will find various template options available in a sample company file, allowing them to choose and modify the standard templates to suit their preferences. The tutorial focuses on enhancing the visual appeal of invoices for businesses.