> For the complete documentation index, see [llms.txt](https://www.zerabooks.com/help/llms.txt).
# All Clients
All Clients shows every business you keep books for, with how far each one's books go and what needs your attention. Sort, filter, open or edit any client.
## Open All Clients
Click the business name at the top of the left navigation, then **View All Clients**. You can also press G then C.
## Read the list
Switch between **Grid view** and **List view** with the buttons under the **Clients** heading. ZeraBooks remembers your choice.
| Column | What it shows | Click it to open |
| --- | --- | --- |
| **Books through** | The latest month covered by an uploaded statement, or **No statements** | Banks & Cards |
| **Review** | How many transactions need review; a check when none do | Banks & Cards, on the lines that need review |
| **Look** | How many statements need a look in reconciliation; a check when none do | Reconciliations |
| **Cash** | The client's cash balance | Dashboards |
| **A/R** | What customers owe the client | Invoices |
| **A/P** | What the client owes vendors | Bills |
In **Grid view**, each card shows **Books through** and a **Review** count. Your own books, if you have them, are marked **Your books** and always come first.
## Search, filter and sort
- **Search.** Type in **Filter clients…** to find a client by name.
- **Filter.** Click the filter button and choose **All**, **Active** or **Inactive**. Archived clients are under **Inactive**.
- **Sort.** Click the sort button and pick **Name**, **Books through**, **Review**, **Look**, **Cash**, **A/R** or **A/P**. Pick the same option again to reverse the order. ZeraBooks remembers your sort.
If nothing matches, you'll see "No clients match your search". Click **Reset Filters** to clear the search and the filter.
## Open a client
Click a client's card or row to open its Dashboards. Click one of its numbers, such as **Review** or **Look**, to go straight to that page. See [Switch between clients](https://www.zerabooks.com/help/clients/switch-between-clients).
## Edit a client's details
1. Click the client's **⋮** menu, then **Edit…**.
2. Change what you need:
- **Business name**
- **Contact email** (optional)
- **Books currency**: locks once the books hold their first transaction
- **Number format**: how amounts and dates are punctuated; never locks
- **Tax registration number**: printed on the invoices this client issues; leave it blank if there is none
3. Click **Save**. ZeraBooks shows "Client saved".
## Frequently Asked Questions
What do Review and Look mean?
**Review** counts the client's bank and card transactions that need review, such as Uncategorized lines. **Look** counts statements that need a look in Reconciliations, such as a month that doesn't tie.
Why does a client show "No statements"?
No statement has been uploaded for that client yet. Open the client and upload one in Banks & Cards. See [Upload a bank or card statement](https://www.zerabooks.com/help/banks-and-cards/upload-a-statement).
Can I change a client's currency?
Only until the books hold their first transaction. After that, **Books currency** is locked. **Number format** can change at any time.
Why can't I see an archived client?
The list may be filtered to **Active**. Set the filter to **All** or **Inactive**.
What does "Couldn’t load your clients" mean?
ZeraBooks couldn't read your client list, usually because of a connection problem. Click **Retry**.
Is there a limit to how many clients I can have?
There's no limit. Your subscription includes 3 active client companies. Each additional active client is $29 a month on the monthly plan, or $290 a year on the annual plan, added to the same subscription. You're charged a prorated amount for the rest of your current billing period when a new client's setup finishes. Archiving or deleting a client stops its charge from your next renewal; there are no mid-period refunds. Archived clients and your own books never count toward the 3.
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