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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 offers default invoice templates, business owners often prefer to personalize them for a better presentation. To begin, users should navigate to the 'Lists' menu and select 'Templates.' Here, they can access various standard templates and customize them to meet their needs. The video focuses on guiding viewers through the customization process to enhance their company's invoicing appearance.